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NEN NEW ENGLAND RLTY ASSOC LTD P

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DEPOSITRY RCPT (common), issuer CIK 746514

13 managers (13 13F filers) reported a position in NEN shares at 2025-06-30, 81,796 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.

Managers
13
13F filers
13
New
0
Added
3
Reduced
3
Sold out
1
Shares held by filers
81,796

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CALDWELL SUTTER CAPITAL, INC.30,226$2.21M1.01%-20013F-HRTimeline
Warberg Asset Management LLC10,730$784K0.19%+1,08113F-HRTimeline
LPL Financial LLC10,503$768K<0.01%+47613F-HRTimeline
EPACRIA CAPITAL PARTNERS, LLC8,636$631K0.53%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,700$417K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC4,884$357K<0.01%+1113F-HRTimeline
Empirical Asset Management, LLC3,079$225K0.07%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,000$219K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,874$210K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,320$96.5K<0.01%-113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO450$32.9K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG394$28.8K<0.01%-27913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.